https://betafinch.comenInvesting2026 Beta Finchhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/7f2cfc3e1e65311729409a896c8eaa68.jpghttps://betafinch.comWed, 16 Sep 2026 13:33:31 +0000Beta FinchBeta Finchcontact@betafinch.comAI-powered earnings call analysis for Regeneron (REGN). Two AI hosts break down quarterly results, key metrics, and market implications in digestible podcast episodes.falseebb3d0c4-9a97-5fbb-bc70-37b9be9786adtrueepisodichttps://www.spreaker.com/episode/regeneron-q2-2026-earnings-analysis--73278812https://betafinch.com
Groups: PHARMA (https://betafinch.com/groups/PHARMA)
──────────
ALEX: Welcome to Beta Finch, your AI-powered earnings breakdown! Today we're digging into Regeneron's second quarter 2026 results, and Jordan, this was a big one.

JORDAN: A really strong quarter across the board. But first, the standard note — this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

ALEX: Right. So let's set the scene — before diving into numbers, the call opened with a tribute to longtime board member Art Ryan, who passed away this week. He'd been on Regeneron's board for over two decades, previously ran Prudential. A nice moment of the human side of these calls.

JORDAN: Definitely worth noting. Now, onto the business — total revenue was up 17% year-over-year to $4.3 billion, and non-GAAP EPS grew 11% to $14.29. That's their second straight quarter of double-digit growth on both lines.

ALEX: And the headline here is really the trio of record quarters — Dupixent, EYLEA HD, and Libtayo all hit all-time highs for quarterly sales.

JORDAN: Let's start with Dupixent since it's the big one. Global net sales hit $6 billion, up 38% on a constant currency basis. U.S. sales alone grew 42% to $4.6 billion. That's a drug now serving over 1.5 million patients across nine approved indications.

ALEX: Nine! That's dermatology, asthma, nasal polyps, COPD, eosinophilic esophagitis — it just keeps expanding. And here's something investors should watch: Regeneron fully repaid its $3.1 billion development balance owed to Sanofi. That balance had been suppressing collaboration revenue — about $930 million lower in 2025 and $530 million in the first half of this year.

JORDAN: So starting in Q3, Regeneron gets to keep its full share of collaboration profits. That's a real step-up to the bottom line going forward, not tied to any new sales growth — just an accounting unlock.

ALEX: Exactly. Now let's talk EYLEA HD — this one's on fire. U.S. net sales just under $600 million, up 52% year-over-year. And notably, this was the first quarter EYLEA HD sales actually exceeded the original EYLEA.

JORDAN: That's the conversion story playing out. EYLEA HD now makes up about 60% of the franchise, up from 34% a year ago. Meanwhile legacy EYLEA sales fell 45% as patients and doctors shift over — plus there's now biosimilar competition entering that older product's market.

ALEX: They're also awaiting FDA approval on an EYLEA HD prefilled syringe, which could drive even more adoption. Management sounded confident that could land by year-end.

JORDAN: And rounding out the trio, Libtayo — their oncology drug — hit $489 million globally, up 29%. It's gaining real traction in non-small cell lung cancer, now capturing 20% of new prescriptions, double what it was just last year.

ALEX: Let's talk pipeline for a second, because Regeneron's whole philosophy here is "don't bet on one horse." They've got roughly 50 active clinical programs.

JORDAN: A few near-term catalysts stood out to me. There's cemdisiran, their siRNA therapy for myasthenia gravis, with an FDA decision expected in November — that could be the first siRNA approved for that disease. There's also garetosmab for a rare bone disease called FOP, with an FDA decision expected as soon as August.

ALEX: And on the bigger picture front, they're moving into Phase III trials later this year for both their obesity program — a GLP-GIP combo called olatorepatide — and their anticoagulation program targeting Factor XI, which is a different approach than the traditional blood thinners on the market.

JORDAN: One thing that came up repeatedly in Q&A was the Sanofi relationship. CEO Leonard Schleifer confirmed they're in "productive early discussions" with Sanofi about expanding the collaboratio

This episode includes AI-generated content.]]>REGN-Q2-2026-enFri, 31 Jul 2026 10:14:17 +0000trueBeta FinchMore earnings analysis: https://betafinch.com Groups: PHARMA (https://betafinch.com/groups/PHARMA) ────────── ALEX: Welcome to Beta Finch, your AI-powered earnings breakdown! Today we're digging into Regeneron's second quarter 2026 results, and...https://betafinch.com
Groups: PHARMA (https://betafinch.com/groups/PHARMA)
──────────
ALEX: Welcome to Beta Finch, your AI-powered earnings breakdown! Today we're digging into Regeneron's second quarter 2026 results, and Jordan, this was a big one.

JORDAN: A really strong quarter across the board. But first, the standard note — this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

ALEX: Right. So let's set the scene — before diving into numbers, the call opened with a tribute to longtime board member Art Ryan, who passed away this week. He'd been on Regeneron's board for over two decades, previously ran Prudential. A nice moment of the human side of these calls.

JORDAN: Definitely worth noting. Now, onto the business — total revenue was up 17% year-over-year to $4.3 billion, and non-GAAP EPS grew 11% to $14.29. That's their second straight quarter of double-digit growth on both lines.

ALEX: And the headline here is really the trio of record quarters — Dupixent, EYLEA HD, and Libtayo all hit all-time highs for quarterly sales.

JORDAN: Let's start with Dupixent since it's the big one. Global net sales hit $6 billion, up 38% on a constant currency basis. U.S. sales alone grew 42% to $4.6 billion. That's a drug now serving over 1.5 million patients across nine approved indications.

ALEX: Nine! That's dermatology, asthma, nasal polyps, COPD, eosinophilic esophagitis — it just keeps expanding. And here's something investors should watch: Regeneron fully repaid its $3.1 billion development balance owed to Sanofi. That balance had been suppressing collaboration revenue — about $930 million lower in 2025 and $530 million in the first half of this year.

JORDAN: So starting in Q3, Regeneron gets to keep its full share of collaboration profits. That's a real step-up to the bottom line going forward, not tied to any new sales growth — just an accounting unlock.

ALEX: Exactly. Now let's talk EYLEA HD — this one's on fire. U.S. net sales just under $600 million, up 52% year-over-year. And notably, this was the first quarter EYLEA HD sales actually exceeded the original EYLEA.

JORDAN: That's the conversion story playing out. EYLEA HD now makes up about 60% of the franchise, up from 34% a year ago. Meanwhile legacy EYLEA sales fell 45% as patients and doctors shift over — plus there's now biosimilar competition entering that older product's market.

ALEX: They're also awaiting FDA approval on an EYLEA HD prefilled syringe, which could drive even more adoption. Management sounded confident that could land by year-end.

JORDAN: And rounding out the trio, Libtayo — their oncology drug — hit $489 million globally, up 29%. It's gaining real traction in non-small cell lung cancer, now capturing 20% of new prescriptions, double what it was just last year.

ALEX: Let's talk pipeline for a second, because Regeneron's whole philosophy here is "don't bet on one horse." They've got roughly 50 active clinical programs.

JORDAN: A few near-term catalysts stood out to me. There's cemdisiran, their siRNA therapy for myasthenia gravis, with an FDA decision expected in November — that could be the first siRNA approved for that disease. There's also garetosmab for a rare bone disease called FOP, with an FDA decision expected as soon as August.

ALEX: And on the bigger picture front, they're moving into Phase III trials later this year for both their obesity program — a GLP-GIP combo called olatorepatide — and their anticoagulation program targeting Factor XI,...]]>444falsefullhttps://www.spreaker.com/episode/regeneron-q1-2026-earnings-analysis--71752116
**ALEX:** Welcome to Beta Finch, your AI-powered earnings breakdown where we dive deep into the numbers that move markets. I'm Alex.

**JORDAN:** And I'm Jordan. Today we're breaking down Regeneron's first quarter 2026 results, and folks, this biotech giant is firing on all cylinders.

**ALEX:** Before we jump in, I need to mention that this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

**JORDAN:** Absolutely. Now Alex, let's talk numbers because Regeneron just posted some impressive results. Revenue jumped 19% to $3.6 billion, and non-GAAP earnings per share grew 15%. Those are solid double-digit growth numbers across the board.

**ALEX:** What really caught my attention is the DUPIXENT story. This drug is becoming an absolute juggernaut - global net sales hit $4.9 billion in the quarter, up 31% on a constant currency basis. Jordan, we're looking at annualized sales approaching $20 billion for this single drug.

**JORDAN:** It's incredible when you put it in perspective. DUPIXENT is now treating over 1.4 million patients worldwide, and they keep expanding into new indications. This quarter alone, they got approval for allergic fungal rhinosinusitis and chronic spontaneous urticaria in younger patients. It's like they're building a franchise within a franchise.

**ALEX:** Speaking of franchises, let's talk about their eye drug portfolio. EYLEA HD had a strong quarter with U.S. sales of $468 million, up 52% year-over-year. But here's the interesting dynamic - while EYLEA HD is growing rapidly, the original EYLEA is declining as expected, down 36%. It's a classic product transition story.

**JORDAN:** And there's still some uncertainty hanging over that transition. They're waiting on FDA approval for the EYLEA HD prefilled syringe, which missed its April deadline. Management expects a decision this quarter, but it shows how regulatory timing can impact even established companies like Regeneron.

**ALEX:** Now, what really excited me during the call was the pipeline discussion. CEO Leonard Schleifer and Chief Scientific Officer George Yancopoulos laid out some compelling near-term catalysts. They've got this complement inhibitor cemdisiran for myasthenia gravis that showed really impressive Phase 3 results.

**JORDAN:** The data on that was striking. Their drug delivered a 2.3-point improvement compared to placebo, which actually outperformed existing treatments that showed 1.6 to 1.9 points in their trials. Plus, it's dosed quarterly versus every two weeks for competitors. That convenience factor could be huge.

**ALEX:** And then there's their obesity play with olatorepatide. This is where Regeneron is trying to differentiate in the crowded GLP-1 space. Their strategy is fascinating - they want to combine this obesity drug with their cholesterol drug Praluent.

**JORDAN:** George Yancopoulos made a compelling pitch on this during the Q&A. He basically said, imagine you have a GLP-1 that works as well as the best ones out there, but also lowers your bad cholesterol by 50% and reduces cardiovascular risk. Why would anyone choose a different GLP-1? It's an interesting value proposition in a competitive market.

**ALEX:** What struck me about that answer is how confident they sounded. Yancopoulos said it would be a "no-brainer" choice for physicians and patients. That's either brilliant positioning or they're setting themselves up for disappointment. Time will tell.

**JORDAN:** One moment that really stood out was when they announced they're giving away their new gene therapy, Otarmeni, for free in the U.S. This treats genetic hearing loss in children, and they got FDA approval just last week.

**ALEX:** That was such an interesting strategic decision. Schleifer said they'r

This episode includes AI-generated content.]]>REGN-Q1-2026-enWed, 29 Apr 2026 21:42:38 +0000trueBeta Finch# Beta Finch Podcast Script: Regeneron Q1 2026 Earnings **ALEX:** Welcome to Beta Finch, your AI-powered earnings breakdown where we dive deep into the numbers that move markets. I'm Alex. **JORDAN:** And I'm Jordan. Today we're breaking down...
**ALEX:** Welcome to Beta Finch, your AI-powered earnings breakdown where we dive deep into the numbers that move markets. I'm Alex.

**JORDAN:** And I'm Jordan. Today we're breaking down Regeneron's first quarter 2026 results, and folks, this biotech giant is firing on all cylinders.

**ALEX:** Before we jump in, I need to mention that this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

**JORDAN:** Absolutely. Now Alex, let's talk numbers because Regeneron just posted some impressive results. Revenue jumped 19% to $3.6 billion, and non-GAAP earnings per share grew 15%. Those are solid double-digit growth numbers across the board.

**ALEX:** What really caught my attention is the DUPIXENT story. This drug is becoming an absolute juggernaut - global net sales hit $4.9 billion in the quarter, up 31% on a constant currency basis. Jordan, we're looking at annualized sales approaching $20 billion for this single drug.

**JORDAN:** It's incredible when you put it in perspective. DUPIXENT is now treating over 1.4 million patients worldwide, and they keep expanding into new indications. This quarter alone, they got approval for allergic fungal rhinosinusitis and chronic spontaneous urticaria in younger patients. It's like they're building a franchise within a franchise.

**ALEX:** Speaking of franchises, let's talk about their eye drug portfolio. EYLEA HD had a strong quarter with U.S. sales of $468 million, up 52% year-over-year. But here's the interesting dynamic - while EYLEA HD is growing rapidly, the original EYLEA is declining as expected, down 36%. It's a classic product transition story.

**JORDAN:** And there's still some uncertainty hanging over that transition. They're waiting on FDA approval for the EYLEA HD prefilled syringe, which missed its April deadline. Management expects a decision this quarter, but it shows how regulatory timing can impact even established companies like Regeneron.

**ALEX:** Now, what really excited me during the call was the pipeline discussion. CEO Leonard Schleifer and Chief Scientific Officer George Yancopoulos laid out some compelling near-term catalysts. They've got this complement inhibitor cemdisiran for myasthenia gravis that showed really impressive Phase 3 results.

**JORDAN:** The data on that was striking. Their drug delivered a 2.3-point improvement compared to placebo, which actually outperformed existing treatments that showed 1.6 to 1.9 points in their trials. Plus, it's dosed quarterly versus every two weeks for competitors. That convenience factor could be huge.

**ALEX:** And then there's their obesity play with olatorepatide. This is where Regeneron is trying to differentiate in the crowded GLP-1 space. Their strategy is fascinating - they want to combine this obesity drug with their cholesterol drug Praluent.

**JORDAN:** George Yancopoulos made a compelling pitch on this during the Q&A. He basically said, imagine you have a GLP-1 that works as well as the best ones out there, but also lowers your bad cholesterol by 50% and reduces cardiovascular risk. Why would anyone choose a different GLP-1? It's an interesting value proposition in a competitive market.

**ALEX:** What struck me about that answer is how confident they sounded. Yancopoulos said it would be a "no-brainer" choice for physicians and patients. That's either brilliant positioning or they're setting themselves up for disappointment. Time will tell.

**JORDAN:** One moment that really stood out was when they announced they're giving away their new gene therapy, Otarmeni, for free in the U.S. This treats genetic...]]>487falsefullhttps://www.spreaker.com/episode/regeneron-q4-2025-earnings-analysis--70248808
---

**ALEX:** Welcome to Beta Finch, your AI-powered earnings breakdown where we dive deep into the numbers that matter. I'm Alex, and I'm joined as always by my co-host Jordan. Today we're breaking down Regeneron's Q4 2025 earnings - and folks, this biotech giant just delivered some fascinating insights into their pipeline and future strategy.

Before we jump in, I need to mention that this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

**JORDAN:** Thanks Alex. And what a quarter to analyze! Regeneron reported total revenue of $3.9 billion, up 3% year-over-year, with some really interesting dynamics happening across their portfolio. The headline number might seem modest, but when you dig into the details, there's a lot more going on here.

**ALEX:** Absolutely. Let's start with the standout performer - Dupixent. Jordan, this drug continues to be an absolute monster for Regeneron and their partner Sanofi.

**JORDAN:** It really is remarkable, Alex. Global Dupixent sales hit $4.9 billion in Q4 alone - that's 32% growth year-over-year. And get this - for the full year 2025, Dupixent brought in $17.8 billion globally. CEO Leonard Schleifer mentioned they now have 1.4 million patients on therapy worldwide across 8 approved indications.

**ALEX:** That's incredible scale. And what I found interesting was how Schleifer emphasized that most of those indications are still "significantly underpenetrated" - suggesting there's still room to grow this massive franchise.

**JORDAN:** Exactly. And speaking of growth, let's talk about their eye care franchise. EYLEA HD had a solid quarter with $506 million in U.S. sales, up 66% year-over-year. But the legacy EYLEA product is facing headwinds - it was down 15% sequentially as biosimilar competition looms.

**ALEX:** Right, and management was very transparent about the challenges ahead. They're expecting multiple biosimilar EYLEA products to launch in 2026, which will intensify competitive pressure. But they seem confident that EYLEA HD can hold its own with its differentiated profile.

**JORDAN:** The FDA just approved EYLEA HD for monthly dosing and a new indication, which should help. And they're waiting on approval for a prefilled syringe version that could make it more convenient for doctors to use. Marion McCourt, their commercial head, seemed optimistic about these enhancements.

**ALEX:** Now Jordan, what really caught my attention was the pipeline discussion. CSO George Yancopoulos laid out an incredibly ambitious clinical development plan.

**JORDAN:** Oh absolutely, Alex. They're planning to initiate 18 new Phase III studies targeting enrollment of 35,000 patients. That's a massive investment in late-stage development across multiple therapeutic areas - oncology, complement diseases, anticoagulation, and more.

**ALEX:** And the financial commitment is significant. CFO Christopher Fenimore guided R&D spending to $5.9-6.1 billion in 2026, up substantially from 2025. That's nearly $6 billion just on research and development!

**JORDAN:** Which brings us to one of the most intriguing parts of the call - their obesity strategy. Instead of just trying to compete head-to-head with existing GLP-1 drugs like Ozempic and Mounjaro, they're taking a differentiated approach.

**ALEX:** This was fascinating. Yancopoulos described their plan to combine a GLP-1/GIP drug with their PCSK9 inhibitor Praluent in a single injection. His quote was memorable - he said imagine if someone invented a new GLP-1 that not only delivers weight loss but also lowers bad cholesterol by 50-60%.

**JORDAN:** That's a clever strategy, Alex. Rather than fighting for an extra 1-2% in weight loss like everyone else, they're adding a completely different benefit. Many obese patients also

This episode includes AI-generated content.]]>REGN-Q4-2025-enTue, 24 Feb 2026 13:09:48 +0000trueBeta Finch**BETA FINCH PODCAST SCRIPT** --- **ALEX:** Welcome to Beta Finch, your AI-powered earnings breakdown where we dive deep into the numbers that matter. I'm Alex, and I'm joined as always by my co-host Jordan. Today we're breaking down Regeneron's Q4...
---

**ALEX:** Welcome to Beta Finch, your AI-powered earnings breakdown where we dive deep into the numbers that matter. I'm Alex, and I'm joined as always by my co-host Jordan. Today we're breaking down Regeneron's Q4 2025 earnings - and folks, this biotech giant just delivered some fascinating insights into their pipeline and future strategy.

Before we jump in, I need to mention that this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

**JORDAN:** Thanks Alex. And what a quarter to analyze! Regeneron reported total revenue of $3.9 billion, up 3% year-over-year, with some really interesting dynamics happening across their portfolio. The headline number might seem modest, but when you dig into the details, there's a lot more going on here.

**ALEX:** Absolutely. Let's start with the standout performer - Dupixent. Jordan, this drug continues to be an absolute monster for Regeneron and their partner Sanofi.

**JORDAN:** It really is remarkable, Alex. Global Dupixent sales hit $4.9 billion in Q4 alone - that's 32% growth year-over-year. And get this - for the full year 2025, Dupixent brought in $17.8 billion globally. CEO Leonard Schleifer mentioned they now have 1.4 million patients on therapy worldwide across 8 approved indications.

**ALEX:** That's incredible scale. And what I found interesting was how Schleifer emphasized that most of those indications are still "significantly underpenetrated" - suggesting there's still room to grow this massive franchise.

**JORDAN:** Exactly. And speaking of growth, let's talk about their eye care franchise. EYLEA HD had a solid quarter with $506 million in U.S. sales, up 66% year-over-year. But the legacy EYLEA product is facing headwinds - it was down 15% sequentially as biosimilar competition looms.

**ALEX:** Right, and management was very transparent about the challenges ahead. They're expecting multiple biosimilar EYLEA products to launch in 2026, which will intensify competitive pressure. But they seem confident that EYLEA HD can hold its own with its differentiated profile.

**JORDAN:** The FDA just approved EYLEA HD for monthly dosing and a new indication, which should help. And they're waiting on approval for a prefilled syringe version that could make it more convenient for doctors to use. Marion McCourt, their commercial head, seemed optimistic about these enhancements.

**ALEX:** Now Jordan, what really caught my attention was the pipeline discussion. CSO George Yancopoulos laid out an incredibly ambitious clinical development plan.

**JORDAN:** Oh absolutely, Alex. They're planning to initiate 18 new Phase III studies targeting enrollment of 35,000 patients. That's a massive investment in late-stage development across multiple therapeutic areas - oncology, complement diseases, anticoagulation, and more.

**ALEX:** And the financial commitment is significant. CFO Christopher Fenimore guided R&D spending to $5.9-6.1 billion in 2026, up substantially from 2025. That's nearly $6 billion just on research and development!

**JORDAN:** Which brings us to one of the most intriguing parts of the call - their obesity strategy. Instead of just trying to compete head-to-head with existing GLP-1 drugs like Ozempic and Mounjaro, they're taking a differentiated approach.

**ALEX:** This was fascinating. Yancopoulos described their plan to combine a GLP-1/GIP drug with their PCSK9 inhibitor Praluent in a single injection. His quote was memorable - he said imagine if someone invented a new GLP-1 that not only delivers weight loss but also lowers bad cholesterol by 50-60%.

**JORDAN:** That's a...]]>557falsefullhttps://www.spreaker.com/episode/coming-soon-beta-finch-en--70092425
This episode includes AI-generated content.]]>REGN-coming-soon-enTue, 17 Feb 2026 04:57:53 +0000trueBeta FinchStay tuned for AI-powered earnings analysis from Beta Finch.
This episode includes AI-generated content.]]>121falsefull